OnSchedule

1. OnSchedule Eaglesoft 16

2. Preference Changes • Use Secondary Provider Removed • Auto-Hide Appointment Queue Removed • Refresh Options Removed • Time Units enabled

3. Preferences: Before and After

4. Change Time Units • Choose 5, 10, 15, 20, 30, or 60 Minute increments. • Does not affect existing appointments. • Database setting – affects all machines.

5. Dockable Panels • Miniature windows that can be opened, closed, moved and attached to different areas of the existing screens. • Workstations specific settings. • Available panels found in the View menu. • Go To Day • Appointment Search • Find Free Time • Find Free Time Results • Appointment Queue • Schedule Notes

6. How to Dock a Panel • When moving a panel, the docking helper icons appear. • Grab the title bar of the panel and drag it to the desired docking icon. When the desired icon has been located, a blue bar will appear. • Release the docking panel title bar and the panel now appears at the selected location.

7. Menu Options • Available from Toolbars • File, Edit, View, Activities, Tools, Help • Added flexibility in navigation

8. Legend • Added tab for Provider Colors • Available from: • Tools Menu • RMC – Current Settings

9. Provider View • One Column per Provider • All appointments for that provider show in one column. • If more than one provider is on an appointment, that appointment will display in more than one column. • Translucent color shows appointment length where other providers are attached. • Moving an appointment from one column to another changes the provider time on appointment. • Double book info on time display shows when Chairs are double booked. • C/P icon toggles between Chair View and Provider View • RMC options to Show, Hide and Move columns as well as Edit Provider Hours.

10. Provider View Chair View Provider View

11. Schedule Entry Types • Icon Grouping • Remembers last choice • Appointment Entry List

12. Appointment Window Patient Header Provider Time Tabs Warning Icon

13. Floating Patient Header • Float/Dock Patient Header in Appointment • Resize and Drag to desired size and location • System remembers last used settings

14. Provider Time on Appt • Provider Time can be set to any increment of 5 minutes. • Synced with the Services panel. • Use down arrow or RMC to change existing provider/staff. • Double Click empty area or RMC to add new provider/staff. • Click and drag to extend or shorten that provider’s duration. • Add any combination of providers/staff.

15. Goal Amounts on Appointment • Goals set to the provider of service when services are attached to appointments. • Goals set to the provider in the ‘first’ position (farthest left or top) when no services are attached to appointments.

16. Services • Use tab or button to open services panel. • Pin to dock inside the appt window. • Edit individual providers of services.

17. Other Appointments • Use tab or button to open other appointments panel. • Pin to dock inside the appt window.

18. Quick Fill Appointment • Use icon group to create new Quick Fill appointment. OR • Change schedule entry type to Quick Fill appointment.

19. Block • Use icon group to create new Block OR • Change schedule entry type to Block • Only description will display on schedule. • Notes will appear when mouse hovers over block.

20. Family Appointment • Use icon group to create new Family Appointment. OR • Change schedule entry type to

21. Unscheduled Appointment • Use icon group to create new Unscheduled Appointment. OR • Change schedule entry type to Unscheduled Appointment.

22. Double Booking • Double book chairs! • Gives user flexibility. • Warning icon in appointment will alert to double booked chairs. • No security option to block/prevent.

23. Find Free Time • Added patient search • Optional • Pulls in patient preferences for: • Preferred Providers • Time Preference • Duration (when appt type is chosen that uses patient cleaning time.) • Combination of providers.

24. Find Free Time Results • Dockable! • Dock panel with available hygiene times for 6 months out and use refresh option on panel to get updated results all day! • Choose Date, then Provider/Chair to find times

25. Go To Day • Dock so Calendar always available!

26. Locate Appointment • Functions same as previous versions. • Automatically loads past appointments • Focus will be on Current Appointments whenever present.

27. Quick Fill List • Functions same as previous versions. • Columns can be sorted/filtered. • Dock panel to ‘minimize’

28. Appointment Search • Uses same panel as Locate and Quick Fill • Combines all search criteria for maximized options.

29. Schedule Notes • Streamlined look • Dockable! • Mimic ‘Sticky Notes’ • Functions same as previous versions. Schedule Notes List Window Schedule Notes Edit Window

30. Appointment Queue • Functions same as previous versions. • Dockable

31. OnSchedule Audit Trail • Date Type • Date/Time Recorded • Appt Start Date/Time • Appointment Type • Local Audit Trails • Replaces Utility for Recover OnSchedule Audit Trails • Stores Audit trails locally when EOD is processed on that machine. • - Audit Trails prior to upgrade • Must use locally stored copies. • Utilities – Recover OnSchedule Audit Trails.

32. OnSchedule Audit Trail • Grid Format – Old vs New data • Date Time recorded

33. Purge Appointments • Entry in System Activity Log showing purge action!